Overriding Prices on Orders

Authorized users can use the Pricing Override window to change the prices for selected order items or for an entire order. When you apply a price change, your changes apply to all subsequent items entered, unless you then override those prices. You can also reprice the entire order at any time.

You can override an order's prices in several ways. You can specify a customer type or price class or edit a price basis formula. For example, a formula can specify a 10 percent discount from list price.

Use the Direct COGS Always Vendor Pricecontrol maintenance record if you want to always use the vendor price for direct cost of goods sold on orders.

Note: You can extend split quantity pricing with level 3 authorization set for the SOE.SPLIT.PRICING authorization key. For more information, see Split Quantity Pricing Details.

In the Price/Cost Override window, if a user has the SOE.COST.EDIT authorization key, it overrides the SOE.BID.COST.EDIT key.

To override prices:

Create or open an order and display the order's Body tab.
From the Edit Order menu, select Pricing to display the Order Pricing Override window.
In the Price Date field, enter the date the pricing override takes effect. This date determines which price sheets will be used for the products on the order.

By default, the system populates this field with the current order date. This field does not support variable dating.

In the Expiration field, enter the date the pricing override is no longer valid.
To override pricing, do one or more of the following things:

In the Customer Type field, enter one or more industries into which this customer could be categorized ("plumbing" and "heating," for example). This information is used for promotional pricing purposes.

The selection applies to all branches. However, the Best Price Check option, if used, will still be considered for price matrix cells.
If a price quotation is associated with this type of customer, in the Quote field, enter a special price that has been offered for a price group and/or group of products assigned to the customer.
Note: You do not need authorization to override pricing with a valid quote.
In the Customer Size/Category field, if you are using the Strategic Pricing companion product, select a new customer size and category combination. A different customer size and category can change the product's core status and sensitivity ratings, and alter the price on the order.

Note: If no strategic pricing has been setup for this ship-to, the system checks the bill-to information.

In the Price Class field, enter a code that represents the group of customers with a similar type of business or similar level of buying power to which this customer belongs.

Note: This field is not active for purchase orders.

In the Basis field, enter the monetary value, derived from a formula, upon which the selling price (by line item) is based.
If you entered a price basis in the Basis field, in the Formula field, enter the calculation used to determine the price. For example, if you entered DFLT LIST in the Basis field, and you want to reprice items at 95 percent of DFLT LIST, you would enter *.95 in this field. For more information, see Pricing Basis and Formula Guidelines.

Select Reprice All Items if you want to reprice all items on this sales order according to the price override information you are entering on this screen. The system does not support split quantity pricing when repricing items.

Note: If you have the Update COGS On P/O When COGS Is Overridden On Invoiced Directcontrol maintenance record set to Yes, the system updates the COGS on the P/O side of an invoiced direct order to match the COGS set on the sales order.

If you selected the Reprice All Items check box, and you also want reprice any items that were previously overridden on this sales order, select Reprice Overrides. Leave the check box unselected if you do not want to reprice previous overrides.

Note: This check box is only available if you have also selected the Reprice All Items check box.

Use the following menu options, as needed:

To...

Use this menu option...

adjust the minimum gross profit percentage and maximum discount from the standard price for either stock items or direct shipments

Note: The system compares the price entered to the price specified in the Minimum Sell PriceBasis field in Sell Price Maintenance. You cannot change the price to below this basis unless assigned the SOE.MIN.SELL.PRICE authorization key.

Edit > GP% Controls

The GP% Control Parameters window displays.

adjust COGS basis and formula

Edit > COGS Override

The Cost of Goods Sold Override window displays.

adjust the cost basis for a group of products

Edit > Job Subtotals

The Job Bid Subtotal Maintenance window displays.

Note: This option is not active for purchase orders or transfer orders.

adjust a price matrix using the price override

Edit > Matrix Creation

The Copy Override Pricing to Matrix window displays. Subsequent orders for the customer receive the same pricing override established on the current order.

Save your changes and exit the window to update the prices based on your selections and return to the order's Body tab.